See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,708 | $80,731-89.2% | $103,374-91.6% | $74,546-88.3% |
| Participation rate | 85.3% | 65.7%+19.7pp | 74.5%+10.8pp | 67.2%+18.1pp |
| Annual return | 19.68% | 27.56%-7.9pp | 24.89%-5.2pp | 1366.03%-1346.4pp |
| Employer contribution / active EE | $1,534 | $3,158-51.4% | $3,869-60.4% | $2,624-41.5% |
| Participant deferral / active EE | $1,073 | $3,860-72.2% | $5,058-78.8% | $4,347-75.3% |
| Admin fee / account holder | $8 | $2,369-99.6% | $8,394-99.9% | $1,944-99.6% |